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Create and update native e-signature packet templates

Combine several PDFs into one reusable packet, label and order documents, and replace individual PDFs without rebuilding the template.

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Written by Vitor Ferreira

A packet template combines several PDFs into one agreement and one signature request. For example, a lease packet can include a lease, pet addendum, and guarantor addendum.

This guide applies to the native e-signature editor. If your template opens in a different editor, contact LeadSimple Support before following these steps.

Before you begin

  • Use an account admin to create or manage templates.

  • Prepare the PDFs you want to include. Upload PDF files individually; ZIP files are not supported.

  • A packet supports up to 20 PDFs and 20 MB total.

Create a packet template

  1. Open Signatures > Templates and enter the packet name.

  2. Give it a name that identifies the complete packet, such as Lease with pet and guarantor.

  3. Select Upload PDFs, choose the PDFs, and open the template editor.

  4. Open the Documents tab. Give each document a clear label, such as Lease or Pet addendum.

  5. Use the up and down arrows to set the document order. Select Go to document to move to a document in the PDF workspace.

  6. Define your signing roles, then add and assign the fields each signer must complete. Review every PDF in the packet.

  7. Select Publish template when the packet is ready.

Native packet template editor showing labeled documents, document order, and Replace PDF buttons.

In the Documents tab, label each PDF, adjust its order, or replace it.

Use the packet in a workflow

Select the published packet as the document template in an E-signature workflow step. Configure the step's signer routing and field mapping, then save the step.

Every document in the template is included in every request. This version does not let you select optional documents at send time or conditionally include an addendum. Create separate templates for different combinations, such as Lease only and Lease with pet.

Replace a PDF later

  1. Open the template editor and select Documents.

  2. Find the PDF you want to update and select Replace PDF.

  3. Upload the replacement. Review its field positions carefully: changed text or page counts can move the places where people need to sign or enter information.

  4. Resolve any placement warnings and acknowledge the replacement review when prompted.

  5. Select Publish template to make the update available for future requests.

You can also use Add PDFs to extend the packet or Discard draft to abandon unpublished packet changes. The published packet remains available while you work on its draft. Requests already sent retain the document version they were issued with.

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